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Cassady Schiller Wealth Management’s Lamb Weston LW Stock Holding History

Cassady Schiller Wealth Management’s Portfolio LW Stock Details LW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		$134 Buy
+2
New +$149 ﹤0.01% 1090
2023
Q2 		– Sell
-33
Closed -$3.45K – 483
2023
Q1 		$3.45K Buy
+33
New +$3.26K ﹤0.01% 378
2022
Q1 		– Sell
-36
Closed -$2K – 385
2021
Q4 		$2K Buy
+36
New +$2.08K ﹤0.01% 401

Other funds holding LW

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JPM
JANA Partners Management New York $1.67B AUM 1.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Clarkston Capital Partners Rochester, Michigan $1.31B AUM 3.79% 1-Year Est. Return

Cassady Schiller Wealth Management's LW Position: Q4 2024 in Review

Cassady Schiller Wealth Management opened a new position in Lamb Weston (LW) in Q4 2024: 2 shares worth $134. The stake represents ﹤0.01% of the portfolio and ranks #1090 among its holdings. This is a return to the name: Cassady Schiller Wealth Management previously reported a position in LW as recently as Q1 2023.

Cassady Schiller Wealth Management first reported a position in LW in Q4 2021 and has held it in 3 quarters since. The position peaked at $3.45K in Q1 2023. 701 funds tracked by Wall St. Rank hold LW as of Q4 2024.

  • Cassady Schiller Wealth Management held 2 shares of Lamb Weston worth $134 as of Q4 2024.
  • Lamb Weston was a new Cassady Schiller Wealth Management position in Q4 2024.
  • Lamb Weston made up ﹤0.01% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #1090 holding.
  • Cassady Schiller Wealth Management first reported a position in Lamb Weston in Q4 2021 and has held it in 3 quarters since.
  • Cassady Schiller Wealth Management's Lamb Weston position peaked at $3.45K in Q1 2023.
  • 701 funds tracked by Wall St. Rank held Lamb Weston as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.